All in the Family

UBS financial advisor Sharon Sager specializes in family dynamics. Fittingly, her business partner is her husband. How one plus one can equal 4% yields.

By

Alexander Eule

December 8, 2012

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By

Alexander Eule

December 8, 2012

Like many leading advisors, UBS' Sharon Sager sits in a corner office high atop a big city. But Sager adds a twist to the traditional: She has installed her husband there. He and three other colleagues work side by side with Sager in midtown Manhattan digs that resemble a cozy trading floor.

Loring Swasey was a branch manager for Paine Webber in 1998 when his wife persuaded him to join her practice as a partner. "I decided it was time to bring in someone of equal or greater talent, and there was really no one I...